LFM

LGT Fund Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.08M
3
+$1.87M
4
ADP icon
Automatic Data Processing
ADP
+$1.77M
5
WRK
WestRock Company
WRK
+$1.48M

Top Sells

1
+$49.4M
2
+$45.3M
3
+$31.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23.7M
5
LLY icon
Eli Lilly
LLY
+$17.9M

Sector Composition

1 Healthcare 23.35%
2 Technology 19.88%
3 Financials 11.2%
4 Consumer Staples 10.59%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
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